Disclaimer: Our website and publications aim to give you general information to help you make financial decisions. It is intended for consumers of UK financial services resident in the UK. It is not advice, nor can it take account of your own particular circumstances. Our helpline can answer general enquiries about financial products and services on 0300 500 5000, and give you information and pointers to help you work out what’s right for you. For advice with a view to making decisions about your own circumstances you should consult a financial or other professional adviser.

© The Consumer Financial Education Body Limited.

Financial healthcheck

Do you want to take control of your finances - but not sure where to start? Do you need a bit of help sorting out your financial priorities? Our financial healthcheck will give you some tips for a healthier financial lifestyle - now and in the future.

  • It will only take a few minutes. There's no need to dig out bank statements or old insurance policies.
  • Just answer a few simple questions and we'll make some suggestions based on what you tell us.
  • Everything you tell us is confidential - we won't see your information or pass it on to anyone else.

More about the healthcheck

The healthcheck aims to give you some information to help you identify your financial needs and make your financial decisions. It only provides a general guide and you shouldn't take any decisions based solely on your feedback.

Your feedback is based on the information you give today about your current financial circumstances. The healthcheck will work through your financial needs in an order of priority that is likely to be sensible for most people - but it is not a substitute for you thinking about how this relates to your own circumstances and priorities. And, remember, it is a good idea to review your finances from time to time, especially when your circumstances change.

The healthcheck does not provide financial or other professional advice. If you want advice specifically tailored to your personal circumstances you should consult an adviser.

If you are using the healthcheck with an adviser, we do not endorse any conclusions they may draw from it or recommendations they make to you. If you can, it's a good idea to get a printed copy of your healthcheck feedback from your adviser.

If you are using the healthcheck to advise someone, we cannot endorse any conclusions you may draw from it or recommendations you make to them, nor should you let them assume any such endorsement. We recommend you give the person you are advising a printed copy of their healthcheck feedback.

The government has asked the Consumer Financial Education Body to develop an annual family financial health check, which will be delivered as part of the new national financial advice service. This health check will be launched in spring 2011.